Interact to see
Advertisement
Advertisement
JGSMX vs VISGX
JGSMX vs VISGX Comparison
Open Charts JGSMX vs VISGX
JPMorgan Small Cap Growth R6
Price$22.47
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets3.27B
Vanguard Small Cap Growth Index I
Price$80.32
Change+$0.24 (+0.30%)
VolumeN/A
Net Assets36.92B
JGSMX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGSMX vs. VISGX commentary
Aug 01, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JGSMX is a Buy and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. JGSMX (3.27B). JGSMX pays higher dividends than VISGX: JGSMX (0.90) vs VISGX (0.43). JGSMX was incepted earlier than VISGX: JGSMX (15 years) vs VISGX (27 years). JGSMX (0.75) is less costly to investors than VISGX (0.19). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than JGSMX: VISGX (3000) vs JGSMX (15000000). VISGX annual gain was more profitable for investors over the last year : 10.03 vs. JGSMX (2.11). VISGX return over 5 years is better than : 35.65 vs. JGSMX (-4.16).
| JGSMX | VISGX | JGSMX / VISGX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.75 | 0.19 | 395% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 0.269 | 1.776 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 36.9B | 9% |
| Annual Yield % from dividends | 0.90 | 0.43 | 212% |
| Returns for 1 year | 2.11 | 10.03 | 21% |
| Returns for 3 years | 16.68 | 30.01 | 56% |
| Returns for 5 years | -4.16 | 35.65 | -12% |
| Returns for 10 years | 40.48 | 115.88 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement